Maltin Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Maltin Wealth Management’s Portfolio VIG Stock Details VIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-1,342	Closed	-$295K	–	148
2025 Q4	$295K	Buy	1,342 +297	+28%	+$64.9K	0.12%	107
2025 Q3	$225K	Buy	1,045 +5	+0.5%	+$1.05K	0.09%	123
2025 Q2	$213K	Hold	1,040	–	–	0.1%	125
2025 Q1	$202K	Buy	1,040 +5	+0.5%	+$994	0.09%	126
2024 Q4	$203K	Buy	1,035 +9	+0.9%	+$1.8K	0.1%	127
2024 Q3	$203K	Buy	+1,026	New	+$195K	0.1%	123

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Maltin Wealth Management's VIG Position: Q1 2026 in Review

Maltin Wealth Management sold out of Vanguard Dividend Appreciation ETF (VIG) in Q1 2026, closing a stake of 1,342 shares — an estimated $295K sold.

Maltin Wealth Management first reported a position in VIG in Q3 2024 and held it in 6 quarters. The position peaked at $295K in Q4 2025. 2,536 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Maltin Wealth Management reported no remaining Vanguard Dividend Appreciation ETF position as of Q1 2026 after selling out during the quarter.
Maltin Wealth Management sold 1,342 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $295K.
Maltin Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q3 2024 and held it in 6 quarters.
Maltin Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $295K in Q4 2025.
2,536 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Maltin Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.